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UBS Group
UBS

Overview Fund Activity

360 hedge funds and large institutions have $19.9B invested in UBS Group in 2021 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 148 increasing their positions, 111 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+14
Holders Change %
+4.05%
% of All Funds
6.28%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
47
Increased
148
Reduced
111
Closed
31
Calls
$479M
Puts
$882M
Net Calls
-$403M
Net Calls Change
-$167M

Top Buyers

1
Vontobel Holding
Vontobel Holding
Switzerland
$311M
2
UBS Group
UBS Group
Switzerland
$2.22B
3
Invesco
Invesco
Georgia
$85.1M
4
Deutsche Bank
Deutsche Bank
Germany
$427M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$321M

Top Sellers

1
BIP
Brandes Investment Partners
California
$35.9M
2
CS
Credit Suisse
Switzerland
$1.59B
3
Goldman Sachs
Goldman Sachs
New York
$435M
4
GQG Partners
GQG Partners
Florida
$1.53M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
351
Financial Management Professionals
Texas
$2K +$2K +149 New
MF
352
Magnetar Financial
Illinois
$1.67K +$507 +33,037 +44%
PMFA
353
Plante Moran Financial Advisors
Michigan
$1K – – –
CFGS
354
Concourse Financial Group Securities
Alabama
$1K – – –
LWA
355
Lenox Wealth Advisors
New York
$1K – – –
ACM
356
Anfield Capital Management
California
$1K +$1K +50 New
First Manhattan
357
First Manhattan
New York
$1K +$1K +111 New
FFG
358
Ford Financial Group
California
$1K +$1K +117 New
BBHC
359
Brown Brothers Harriman & Co
New York
$48 +$3 +193 +7%
Arrowstreet Capital
360
Arrowstreet Capital
Massachusetts
– -$98.4M -6,353,390 Closed
MWA
361
Marshall Wace Asia
Hong Kong
– -$25.6M -1,644,339 Closed
MPM
362
Meritage Portfolio Management
Kansas
– -$2.82M -181,739 Closed
MLICM
363
Metropolitan Life Insurance Company (MetLife)
New York
– -$2.56M -164,676 Closed
Twin Tree Management
364
Twin Tree Management
Texas
– -$2.55M -163,981 Closed
HI
365
Horizon Investments
North Carolina
– -$1.27M -81,956 Closed
Wolverine Trading
366
Wolverine Trading
Illinois
– -$508K -32,570 Closed
WAS
367
Wealth Advisory Solutions
Indiana
– -$421K -27,089 Closed
BPCE
368
Bank Pictet & Cie (Europe)
Germany
– -$365K -23,470 Closed
Luther King Capital Management (LKCM)
369
Luther King Capital Management (LKCM)
Texas
– -$353K -22,704 Closed
GT
370
Glenview Trust
Kentucky
– -$311K -20,000 Closed
HS
371
HighVista Strategies
Massachusetts
– -$292K -19,998 Closed
PP
372
PDT Partners
New York
– -$276K -17,800 Closed
OCG
373
Opus Capital Group
Ohio
– -$255K -16,424 Closed
AIC
374
Ameritas Investment Company
Nebraska
– -$220K -14,147 Closed
SA
375
swisspartners Advisors
Switzerland
– -$217K -14,000 Closed
12 13 14
15
16